Freshsales Classic + Mojo
Update Freshsales Classic leads when new Mojo activities occur
Effortlessly keep your Freshsales Classic leads up to date with this workflow. When there's a new activity in Mojo, it updates the corresponding lead in Freshsales Classic. This automation saves you time and ensures you always have the latest information on your leads, enabling a more accurate sales process.
Effortlessly keep your Freshsales Classic leads up to date with this workflow. When there's a new activity in Mojo, it updates the corresponding lead in Freshsales Classic. This automation saves you time and ensures you always have the latest information on your leads, enabling a more accurate sales process.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Update Lead
Updates an existing lead; if not found, it will create a new one.
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GroupRequired
Try ItGroupRequired
Try ItContact Updated
Triggers when a contact is updated. Specifically when a basic field (like name, address, etc), misc field (Listing Status, etc), note or information field (Last Call Result, etc) is changed in Mojo.
Try ItNew Note
Triggers when a new note is created in Mojo (through the contact screen only).
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New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
Try ItSend Button Clicked
Triggers via the Send to Zapier button in Actions dropdown of the contact screen. Used for sending Mojo Neighborhood Search and Mojo Skip Traced data.
Try ItActivity Types
Try ItNote Updated
Triggers when a note is updated in Mojo.
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